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ARQ Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

ARQ Wealth Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$312K Sell
917
-178
-16% -$77.8K 0.04% 181
2026
Q1 		$505K Buy
+1,095
New +$554K 0.09% 129

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ARQ Wealth Advisors's ISRG Position: Q2 2026 in Review

ARQ Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 16% in Q2 2026, selling an estimated $77.8K and leaving 917 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #181.

ARQ Wealth Advisors first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $505K in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • ARQ Wealth Advisors held 917 shares of Intuitive Surgical worth $312K as of Q2 2026.
  • ARQ Wealth Advisors sold 178 Intuitive Surgical shares in Q2 2026, an estimated $77.8K.
  • Intuitive Surgical made up 0.04% of ARQ Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • ARQ Wealth Advisors first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
  • ARQ Wealth Advisors's Intuitive Surgical position peaked at $505K in Q1 2026.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.